Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,238 | $84,236+74.8% | $170,435-13.6% | $70,126+110.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.48% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $11,590 | $3,387+242.2% | $5,432+113.4% | $2,343+394.8% |
| Participant deferral / active EE | $1,542 | $3,086-50.0% | $4,939-68.8% | $3,332-53.7% |
| Admin fee / account holder | $417 | $5,698-92.7% | $13,881-97.0% | $4,645-91.0% |